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What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.
November 23 -
Janet Yellens nomination to be chairman of the Federal Reserve won support from the Senate Banking Committee today in a 14-8 vote, moving her bid to be the Feds first female head to the Senate for confirmation.
November 21 -
The Fed will probably hold down its target interest rate long after ending $85 billion in monthly bond buying, and possibly after unemployment falls below 6.5% said the Fed chairman.
November 20 -
Fitch Ratings placed the BBB-minus rating of Puerto Rico's general obligation bonds on rating watch negative, citing in part concerns about market access.
November 18 -
With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?
November 15 -
Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.
November 14 -
Firms should reach out to clients early to pre-empt potential downturn in their portfolios, FINRA said.
November 12 -
Municipal managers and strategists, still reeling from Detroit's bankruptcy, the surge in Puerto Rico yields, and a mid-year sell-off that was the worst in a quarter century, are getting their portfolios ready for the next expected hurdle as 2014 approaches another spike in interest rates.
November 8 -
Bill Gross no longer runs the worlds largest mutual fund.
November 4 -
Investor demand improved, despite the continuation of outflows from municipal bond mutual funds for a 23rd consecutive week, at $503 million for the week of Oct. 30.
November 4 -
Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.
October 31 -
The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.
October 31 -
U.S. government bonds are acting more like equities than any time since before the credit crisis, makingTreasuries a hidden risk to investors becalmed by the prospect of the Federal Reserve prolonging stimulus into 2014.
October 28 -
Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?
October 25 -
The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.
October 25 -
Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.
October 20 -
A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.
October 19 -
But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.
October 18 -
Rolling redemptions offer reinvestment opportunities in longer-term, presumably higher-yielding bonds.
October 17 -
Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors.
October 16










